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Capital Group Growth ETF

294 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 174 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

211% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 56

37% more capital invested

Capital invested by funds: $2.73B → $3.73B (+$1B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

11% more funds holding

Funds holding: 264294 (+30)

0.18% more ownership

Funds ownership: 71.35%71.53% (+0.18%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
44
Increased
174
Reduced
56
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
151
Financial Perspectives
Minnesota
$1.52M +$7.88K +262 +0.6%
CC
152
Cypress Capital
Tennessee
$1.49M +$529K +17,578 +60%
BC
153
Barrett & Company
Rhode Island
$1.44M +$193K +6,418 +17%
RJT
154
Raymond James Trust
Florida
$1.43M +$108K +3,595 +9%
CWC
155
Carolinas Wealth Consulting
North Carolina
$1.38M -$35.4K -1,178 -3%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$1.37M +$296K +9,860 +30%
BFA
157
Beacon Financial Advisory
Ohio
$1.37M +$75.2K +2,501 +6%
MA
158
Mutual Advisors
Nebraska
$1.36M -$1.88M -62,457 -59%
HP
159
Holistic Planning
Texas
$1.36M -$214K -7,125 -14%
SWM
160
Spire Wealth Management
Virginia
$1.26M +$75.1K +2,497 +7%
TWM
161
Tradition Wealth Management
Minnesota
$1.2M -$75.4K -2,507 -6%
APP
162
Avantax Planning Partners
Iowa
$1.11M +$1.04M +34,703 New
TWP
163
Tempus Wealth Planning
California
$1.11M +$1.04M +34,681 New
EWA
164
EverSource Wealth Advisors
Alabama
$1.1M +$456K +15,162 +72%
NF
165
NavPoint Financial
Minnesota
$1.08M -$3.76K -125 -0.4%
EA
166
Everpar Advisors
Oklahoma
$1.07M +$329K +10,944 +49%
RG
167
Retirement Group
California
$1.06M +$994K +33,046 New
PCIA
168
Prime Capital Investment Advisors
Kansas
$1.04M +$261K +8,680 +37%
CWM
169
Cornerstone Wealth Management
Missouri
$1.02M -$33.1K -1,100 -3%
LA
170
Latitude Advisors
Florida
$984K +$546K +18,164 +144%
CIAS
171
CFS Investment Advisory Services
New Jersey
$983K +$122K +4,069 +15%
PFA
172
Professional Financial Advisors
Nebraska
$962K +$29.8K +990 +3%
WIP
173
WealthCare Investment Partners
Rhode Island
$961K +$34.1K +1,134 +4%
WS
174
Wedbush Securities
California
$928K -$122K -4,074 -12%
PWW
175
Pettyjohn Wood & White
Virginia
$924K -$1.65K -55 -0.2%